Platform documentation

Getting Started

Welcome to the Elevale reseller platform. You resell a white-label strategy and execution workspace under your brand, bill and support your clients, and Elevale provides the platform infrastructure. This guide matches the in-app Get Started Guide on your Reseller Dashboard.

Your role in three commitments

  • Your branding: app name, logo, colours, custom domain, and client-facing legal links.

  • Your clients: commercial relationship, first-line support, and billing (unless you use automated Stripe Connect subscriptions).

  • Elevale infrastructure: hosting, product updates, security, AI processing, and reseller platform support.

Recommended setup path

Complete these steps in order. Each step links to the relevant admin area or documentation article.

Reseller Dashboard overview

Open the Reseller Dashboard from the sidebar (agency admins only). Main tabs:

  • Dashboard: overview metrics and quick actions.

  • Workspaces: create, manage, and support client workspaces; approve AI credit requests.

  • Reselling: pricing, feature defaults, Stripe Connect, trials, and billing overrides.

  • Branding: identity, custom domain, public presence, and help center settings.

  • Email: transactional email provider and sending domain.

  • Team: agency staff with agency_admin or other org roles.

  • Billing: license pool, agency AI wallet, invoices, and payment methods.

Billing models at a glance

  • Self-Billing (license pool): you buy licenses from Elevale and assign seats to workspaces. You invoice clients yourself. Best for agencies with existing billing relationships.

  • Stripe Connect (automated): clients subscribe through your Stripe account; Elevale deducts a platform application fee per seat. Requires Stripe Connect and enables public signup links.

  • Hybrid: many resellers keep workspaces on Self-Billing for seats while connecting Stripe only so clients can top up AI wallets by card.

In-app Get Started Guide

  • A floating guide appears on the Reseller Dashboard for new agency admins.

  • It tracks branding, domain, Stripe, first workspace, and team invites.

  • Dismiss it anytime; reopen from the docked tab on the right edge of the screen.

Legal and compliance basics

Next steps